Sub Project Disciplines

Who can use it?	Where is it?
Administrator System Administrator	Default Data > Sub project disciplines

1. Click into the 'Description' column next to the add image .
2. Type a description for the discipline. i.e. Structural, Civil, Architectural, Interiors, Environmental, or Project management.
3. (Optional) Enter the Account code for use by the Connect interface to the accounting system.
4. Save .

If a discipline is not used on any Sub Projects is can be deleted.If it is already used in Synergy, then make the discipline inactive instead to stop further use of this item on new Sub Projects. Delete a discipline by:

1. Highlight the discipline in the list.
2. Click the delete button in the toolbar.
3. Click 'Yes' on the delete confirmation pop-up warning.
4. The list will refresh to show that the discipline has been removed.

If a discipline has already been used on a Sub Project, then it cannot be deleted. To stop further use of that discipline on new Sub Projects, then make the discipline inactive. Make a discipline inactive by:

1. Highlight the discipline in the list.
2. Uncheck the 'Active' checkbox.
3. Save .
4. The discipline will not be displayed in the drop down list to add to future sub projects. However the discipline will still be attached to any existing sub projects that had used this discipline.

The filter controls which disciplines are displayed in the list. The filter is located in the top right of the list toolbar. The filter options available are:

1. ActiveDisciplines which are marked as active and available for use on sub projects are shown. This is the default list filter.
2. Not ActiveDisciplines marked as not active are shown. These disciplines cannot be assigned to new sub projects created.
3. AllBoth active and not active disciplines are shown.
4. Blank Account CodesDisciplines where no account code has been defined are shown.
5. Search...The search disciplines screen opens, and allows the search for a keyword in the 'description' or 'account code' field of all disciplines.

Each Sub Project is assigned a Discipline, to outline the type of business or revenue stream that the Sub Project relates to. Each invoice and supplier or staff expense that is created in Synergy is allocated to a sub project which has a discipline assigned. Storing the account codes on the discipline will allow the invoice or expense data to be transferred to your accounting package using Synergy Connect using the Account Codes stored within the Discipline.

Examples

QuickBooks (Reckon Accounts Premier) > Income code = Consulting Income:General & Expense code = Expenses:Cost of sales

MYOB AccountRight > Income code = 4-1100 & Expense code = 5-1100

Xero > Sales revenue account = 200, Supplier Expenses account = 300, and Staff Expenses account = 429.

1. DescriptionEnter a name for the discipline that will be displayed in drop down lists throughout Synergy. Ensure this name is appropriate as it can be displayed on Synergy reports and exported to your accounting system using Synergy Connect.
2. CodeThis column is shown when Xero Connect is enabled on your Synergy license. Use this field to store the code that will be used to create the Xero Inventory Item, when the discipline is selected as the Xero inventory item creation option.
3. ActiveIf this box is checked the discipline is available in drop down lists throughout Synergy. Uncheck the active box to stop the discipline from further use on Sub Projects. Making the discipline inactive will not remove it from existing sub projects.
4. Account CodeThis stores the account code number used by the Connect interface to send invoice or expense data to your accounting package.